BEST POS - Taxes register one time exemption tax group selection

Taxes at the Register: One-time Exemption and Tax Group Selection in BEST POS

Summary

This article explains how to manage taxes at the register: apply a one-time exemption (line or basket), change the tax group based on customer or ship-to address, review the tax breakdown, and recalculate before tender. It covers permissions, audit trail, and common troubleshooting.

Step-by-step Instructions

1) Prerequisites and checks

  • Role permission to modify taxes and/or apply exemptions.
  • Attach the customer when exemption is tied to customer status.
  • Know the destination for delivery sales (may change the tax group).

2) One-time exemption on a line

  1. Select the item line to exempt.
  2. Click Line taxes then tick Exempt (or deselect the tax to remove).
  3. Enter a reason if prompted (e.g., non-taxable item, exempt customer).
  4. Confirm and run Subtotal to recalc totals.

3) Exemption at the basket level (all lines)

  1. Open Basket taxes (or Tax options).
  2. Tick Exempt basket or deselect the relevant tax (e.g., GST).
  3. Confirm, then Subtotal to update.

4) Change the tax group (customer / delivery)

  • Attach the customer or select the correct ship-to address.
  • Open Tax group and choose the applicable group (e.g., retail, out-of-province, exempt organization).
  • Click Subtotal to recalculate (province/country changes may alter GST/PST rules).

5) Review breakdown and audit trail

  • Use Tax details to view amounts by tax (line and basket).
  • Audit logs capture cashier, time, exemption reason, and tax group changes.
  • Print/attach a reference (certificate, PO, customer ID) when required by policy.

Fixes and FAQs

  • Exemption denied: your role cannot modify taxes; request manager approval.
  • Taxes still showing: run Subtotal; verify no promo re-applies the tax.
  • Wrong tax group: confirm the attached customer and ship-to address (province/country).
  • Till variance: a discount after exemption may change taxable base; rerun Subtotal.
  • Delivery sale: tax group is often based on the destination, not the origin store.

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